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Frank Galzarano is an investment advisor representative at Wealthcare Advisory Partners LLC, an independent investment advisor firm. Frank has been in the financial services industry since 2000. Frank specializes in providing financial planning, investment advice, and portfolio management services to individuals, families, and businesses. Frank is registered with the Securities and Exchange Commission (SEC) and holds the Series 6, 7, 63, and 65 licenses. Frank holds a Bachelor of Arts degree from the University of Pennsylvania.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NJ
05/05/2021 - Present
Wealthcare Advisory Partners LLC (Cherry Hill NJ)
NJ
01/29/2004 - 09/14/2015
HD VEST INVESTMENT SERVICES (CHERRY HILL NJ)
MO
10/01/2000 - 01/28/2002
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
01/07/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 05/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/2007
Series 7 - General Securities Representative Examination
BC
Issued 01/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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